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Jennifer Doane

To Support, 

It would be nice if there was an option on an invoice to click "Sent to Collections".  That would take it off any outstanding balance reports but then also be able to be tracked on a collections report.

Is that possible?  Or, is there a collections function that I'm missing?   

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  • Ayelette

    Hi Jennifer,

    While this is not currently possible, we love feedback and ideas for ways to advance the platform, and if you have a moment I encourage you to add your idea to our Ideas & Suggestions Board. Posting on this board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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